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Portfolio (Quarterly) Guide ↗

Jaffetilchin Investment Partners, LLC

· CIK 0001404652
13F Portfolio $1.7B AUM 461 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 53 New 164 Added 163 Reduced 45 Exited
Page 18 of 24  ·  461 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 HAS HASBRO INC COM Consumer Cyclical 3,675.0 $344K 0.02% +100.0 +2.8% $93.59 -6.0%
342 TFC TRUIST FINL CORP COM Financial Services 7,478.0 $344K 0.02% +138.0 +1.9% $45.97 +5.9%
343 ZTS ZOETIS INC CL A Healthcare 2,882.0 $341K 0.02% -444.0 -13.3% $118.20 -31.2%
344 SBIO ALPS MEDICAL BREAKTHROUGHS ETF 6,492.0 $340K 0.02% NEW $52.34 +2.3%
345 CEG CONSTELLATION ENERGY CORP COM Utilities 1,207.0 $337K 0.02% +176.0 +17.1% $279.16 +8.0%
346 HACK AMPLIFY CYBERSECURITY ETF 4,480.0 $336K 0.02% $75.09 +27.1%
347 XMHQ INVESCO S&P MIDCAP QUALITY ETF 3,221.0 $333K 0.02% $103.37 +6.4%
348 ANET ARISTA NETWORKS INC COM SHS Technology 2,627.0 $322K 0.02% -347.0 -11.7% $122.76 +28.7%
349 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 818.0 $320K 0.02% -50.0 -5.8% $391.78 +115.9%
350 FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JANUARY 14,777.0 $318K 0.02% NEW $21.54
351 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 2,865.0 $318K 0.02% +69.0 +2.5% $110.87 +4.2%
352 WELL WELLTOWER INC COM Real Estate 1,597.0 $316K 0.02% +450.0 +39.2% $197.65 +9.4%
353 ETHE GRAYSCALE ETHEREUM STAKING ETF Financial Services 18,428.0 $315K 0.02% $17.07 -1.7%
354 COP CONOCOPHILLIPS COM Energy 2,365.0 $312K 0.02% NEW $132.00 -11.7%
355 LVHI FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF 7,665.0 $311K 0.02% +551.0 +7.8% $40.54 +2.3%
356 BTI BRITISH AMERN TOB PLC SPONSORED ADR Consumer Defensive 5,286.0 $309K 0.02% $58.47 +11.1%
357 ALL ALLSTATE CORP COM Financial Services 1,484.0 $308K 0.02% $207.31 +2.7%
358 BCX BLACKROCK RES & COMMODITIES ST SHS Financial Services 25,271.0 $305K 0.02% +8K +50.1% $12.05 +0.4%
359 VPU VANGUARD UTILITIES ETF 1,531.0 $303K 0.02% $198.18 -0.8%
360 CLOUGH SELECT EQUITY ETF 7,571.0 $302K 0.02% -2K -19.8% $39.83
Page 18 of 24  ·  461 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.3%
Financial Services 17.8%
Consumer Cyclical 11.5%
Communication Services 10.4%
Industrials 9.0%
Healthcare 6.3%
Consumer Defensive 4.9%
Energy 2.8%
Utilities 2.1%
Basic Materials 1.2%